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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (23399)	4/27/2000 8:53:00 PM
From: tjdillon	of 54805

Public post of earlier PM to Stan re: current port ITWO 24.75 (pre-RFM read + split-adj. 13 1/2 entry pt.) QCOM 18.75 BRK.B 17.00 (best choice within current employer 401K plan) CREE 14.25 $/MFs 8.36 NTAP 6.38 GMST 5.13 ELON 3.63 CDTS 1.75 (shiny? pebble bought during RFM read - oops!) Best bet for double by YE00 - CREE. Above held in rollover IRA - as I continue to watch and learn, I am converting IBM 401K MF $s (not incl. above) into GG/Royalty plays. Thanx to elders, PH contributors, et al for this invaluable education that, if applied properly with GG-like discipline, will significantly enhance my pre- and post-retirement port. TJ

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